EUROPE
The ECB Throws Water on the Investor Sunlounger – BB
Mario Draghi can raise
rates before he goes. Really.
Yves Mersch: Deepening EMU – political
integration and economic convergence – ECB
UNITED STATES
One More Hike To Inversion - Treasury Curve
Plunges To Flattest Since July 2007 – ZH
Fed on lookout for recession but still sees
strong economy: minutes
– Reuters
U.S. central bankers
discussed whether recession lurked around the corner and expressed concerns
global trade tensions could hit an economy that by most measures looked strong,
minutes of the Federal Reserve’s last policy meeting on June 12-13 released on
Thursday showed.
OTHER
Credit Suisse:
"Our Risk Appetite Index Is Near Panic" – ZH
The Stocks Most Loved, And Hated, By Hedge Funds
Are... – ZH
TRADE WAR
Trade war: Trump
will flex muscle until US elections – ING
The
world is about to enter into a real trade war. In our view, only significant
protests among Trump voters or a quick surrender of US trade partners can
prevent this. There are few signs this will happen anytime soon
Trump to Pull
Tariff Trigger at Midnight in Trade-War Escalation – BB
China
vows ‘immediate’ retaliation if U.S. tariffs applied * U.S. president has said
he’ll up ante if China retaliates
Merkel Says She’s
Open to Car Tariff Talks, Though Only Globally – BB
German
leaders responds as U.S. tariffs on European cars loom * U.S. envoy in Berlin
said to have met German auto CEOs
Leonid Bershidsky: Trump Wants Allies to Pay for Protection – BB
The
U.S. won’t necessarily be competitive if the global security system turns into
a marketplace.
China says U.S. 'opening fire' on world with tariffs, vows to respond – Reuters
REGULARS
EU Open Rundown – RANsquawk
Market Briefing:
Daily Markets Overview – Yardeni Research
FirstFT Daily
Briefing
– FT
EU
and big tech, record heatwaves, Russia’s World Cup facelift
WSJ Economics – WSJ
U.S.
Workers Are Quitting Their Jobs. That’s Good For The Economy
Danske Daily – Danske
Bank
Daily Market
Comment
– Marc
Chandler
Dollar
is Mixed on Eve of US Jobs and Tariffs
Brussels Playbook – Politico
Austria’s
debutante ball — Copyright crunch time — War of words
Five Things You
Need to Know to Start Your Day – BB
Aamukatsaus – Nordea
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